HubSpot CRM

50 min

Client Relationship Management (CRM) is a must-have skill in today’s freelance landscape and HubSpot CRM is one of the most widely used tools by small businesses and startups.

In this practical course, you’ll learn how to set up and navigate HubSpot CRM to manage contacts, track leads, streamline communications, and support your client projects more efficiently. You’ll also explore how to use HubSpot to manage your own freelance business building systems that improve follow-ups, client retention, and productivity.

Whether you want to offer CRM setup services or simply organize your business better, this course will equip you with an important new skill set.

Course curriculum

  • 1
    HubSpot CRM
    • LESSON 1: Set Up HubSpot CRM Account
    • LESSON 2: Review CRM Dashboard
    • LESSON 3: Customer CRM for Freelance Business
    • LESSON 4: Integrate Email & Calendar
    • LESSON 5: Managing Notes, Tasks & Reminders
    • LESSON 6: Wrap Up

Instructor(s)

  • Craig Cannings

    Craig Cannings

    Chief Learning Officer, Freelance University

    In 2008, my wife Kelly and I co-founded Freelance University with the purpose of becoming the #1 go-to training center for Freelancers and VAs from around the globe! As of this year, we have successfully trained over 25,000 Virtual Assistants and Freelancers in more than 75 countries. Kelly and I have had the great privilege of building our Online University while raising our 5 daughters who are the greatest blessings of our lives. I look forward to meeting you and seeing you either in this program or at our University very soon. I leave you with my favorite quote from marketing guru, Seth Godin: "The only worse thing than starting something and failing... is not starting something."

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